- Knowledge Base
- Financials
- Items Database & Company Costbooks
Archive Costbooks
OBJECTIVE
To archive Company Costbooks in ConstructionOnline.
BACKGROUND
ConstructionOnline's Items Database delivers a powerful, yet easy-to-use system for storing, tracking, and managing construction costs. By centralizing construction cost information in a single database, companies can streamline estimate creation, improve estimate accuracy, and apply estimate updates. With multi-level organization, ConstructionOnline's fully customizable Costbooks are flexible enough to support every company's cost structure.
THINGS TO CONSIDER
- Company Users must have permissions to add, edit, and delete Company Costbooks.
STEPS TO ARCHIVE COMPANY COSTBOOKS
- Navigate to the Company Dropdown Menu at the top right corner of the page
- Select Company Costbooks under Financial Settings
- Right-click on the Costbook you wish to archive
- Select Archive Costbook from the dropdown menu
- The Costbook will appear grayed out once it is archived
HAVE MORE QUESTIONS?
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